Lehman Brother’s is out with their annual "10 Uncommon Values" portfolio.

This year’s list:

Allstate (ALL)
Applied Materials (AMAT)
Bed Bath & Beyond (BBBY)
Dell (DELL)
Dow Jones (DJ)
Freddie Mac (FRE)
Microsoft (MSFT)
Pfizer (PFE)
Phelps Dodge (PD)
Wal-Mart (WMT)

The list comes from the best bottom-up picks of Lehman’s 89 equity analysts. Lehman’s website notes: "In its 56-year history, the 10 Uncommon Values Portfolio has significantly
outperformed the S&P 500 Index."

Dow Jones that the firm says the portfolio has outperformed the S&P 500 73% of the time, and delivered a 14.3% average annual return vs the S&P’s 8.2%.

There is actually an ETF Index for this: UVI

Here’s how its been doing:
click for larger chart
Leh_charteoddata

Not too shabby

Category: Investing

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

3 Responses to “Lehman ’10 Uncommon Values’ Picks”

  1. Anon says:

    Hi Barry, thanks for the great blog, and the apprentice investor series. To the best of my ability, I don’t believe there’s actually an ETF for Lehman’s 10 Uncommon Values Picks. ^UVI is an Index, from what I see:

    http://bigcharts.marketwatch.com/markets/index-search.asp?words=LEHMAN+BROTHERS+10+UNCOMMON&repeat=1&x=22&y=11

    Have a good one.

  2. jjr says:

    What I’d like to know is what exactly is uncommon about those stocks? Sure looks like a list of some of the most widely held stocks available.

  3. Le Chat says:

    Thanks for your insight! I hope you don’t mind that I cite your Fubon posting.